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The percentage by which an investor outperforms a relevant benchmark.

Learn what financial capital means

The value of a company's assets relative to the number of shares it has.

Understand what Bed and ISA is and how it works

This is the measurement of a fund’s performance in a specific period.

A legal requirement for financial firms to understand exactly who their customers are. Used to prevent money laundering and terrorist financing.

An index published each month by the Office for National Statistics, which measures the level of retail prices in the UK. Cash flows on all index-linked gilts are linked to the RPI.

The United Kingdom Debt Management Office. It’s an executive agency responsible for managing the government’s debt and cash needs, primarily through issuing gilts and Treasury bills.

An investor that is able to meet several regulatory criteria.